ESG Microsite: ESG product detail page EN

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A low-cost ETF based on the S&P 500® ESG Index, that aims to provide access to US large-cap stocks and integrates environmental, social and governance (ESG) considerations.

WHY TSX: ESG

Management fee -- low and competitive with similar products.

The index targets 75% of the float adjusted market capitalization of each GICS® industry group within the S&P 500 Index.

The 5-year correlation of S&P 500 ESG Index (CAD) and S&P 500, using hypothetical backtested performance for S&P 500 ESG Index (CAD) prior to launch on October 21, 2019¹.

Why this ETF?

The S&P 500^® ESG Index ETF is designed to provide a risk and return similar to the benchmark the S&P 500, making this ETF suitable as a core US portfolio holding, and to enable investors to bring ESG considerations to investing.

There are many roads to a better world

The underlying Index is a broad-based, market-cap-weighted index that excludes companies involved in tobacco, controversial weapons², thermal coal, as well as companies with low ESG scores for their sector, while still providing investors the same broad sector exposure as a traditional index. It is designed for investors wishing to integrate ESG factors into their core investments, while not straying far from the overall profile of the S&P 500 Index.

Resources

Why Invesco S&P 500 ESG Index ETF

S&P 500® ESG Index:

Integrating ESG Values into the Core³

S&P 500® ESG Index:

Integrating Environmental, Social, and Governance Values into the Core³

Product Details

Explore Invesco S&P 500 ESG Index ETF

Vid

Grading the index:

What’s in, what’s out

Mona Naqvi, Senior Director, ESG Indices, S&P Dow Jones Indices, explains how the index grades companies for inclusion in the S&P 500 ESG Index.

Explore our line-up

esg

CANADIAN EQUITY

Invesco S&P/TSX Composite ESG Index ETF

A low cost, ETF, based on the S&P/TSX Composite ESG Index, that integrates environmental, social and governance (ESG) considerations.

ESG

Invesco ESG Canadian Core Plus Bond ETF

Competitively priced actively managed core fixed income ETF which integrates environmental, social and governance (ESG) considerations.

ESG

Why now?

We believe incorporating ESG considetations into our investment decisions enahances the value we offer clients and helps ensure a sustainable environment.

¹ Morningstar Direct, LLC. Data current as of June 30, 2020. Chart and correlation are provided for illustrative purposes. The S&P 500 Index (CAD) launched on October 21, 2019. All information for an index prior to its launch date is hypothetical back-tested, not actual performance. The back-test calculations are based on the methodology in effect on the index launch date. Back-tested performance is subject to inherent limitations because it reflects application of an index methodology and selection of index constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index. Actual returns may differ from, and be lower than, back-tested returns. Past performance is no guarantee of future results. You cannot directly invest in an index.

² Controversial weapons include cluster weapons, landmines, biological or chemical weapons, depleted uranium weapons, white phosphorus weapons, and nuclear weapons.

³ These documents are prepared by S&P and are for informational purpose only. Invesco does not guarantee nor take any responsibility for the content.

S&P®, S&P 500®, S&P/TSX Composite ESG Index®, and S&P 500 ESG Index® are registered trademarks of Standard & Poor’s Financial Services LLC and have been licensed for use by S&P DowJones Indices LLC and sublicensed for certain purposes by Invesco Canada Ltd. TSX is a trademark of TSX Inc. (“TSX”) and has been licensed for use by S&P Dow Jones Indices LLC and Invesco Canada Ltd.

S&P 500 ESG Index, S&P/TSX Composite ESG Index (the “Indices”) are products of S&P Dow Jones Indices LLC, and have been licensed for use by Invesco Canada Ltd. Invesco Canada Ltd.'s Invesco Index ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices LLC, its affiliates, LSTA, or TSX and none of such parties make any representation regarding the advisability of investing in such product.

There are risks involved with investing in ETFs. Please read the prospectus for a complete description of risks relevant to the ETF. Ordinary brokerage commissions apply to purchases and sales of ETF units.

Most Invesco ETFs seek to replicate, before fees and expenses, the performance of the applicable index, and are not actively managed. This means that the sub-advisor will not attempt to take defensive positions in declining markets and the ETF will continue to provide exposure to each of the securities in the index regardless of whether the financial condition of one or more issuers of securities in the index deteriorates. In contrast, if an Invesco ETF is actively managed, then the sub-advisor has discretion to adjust that Invesco ETF’s holdings in accordance with the ETF’s investment objectives and strategies.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. The views and opinions expressed are those of the authors at the time of publication, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. There is no guarantee that these views will come to pass.

Commissions, management fees and expenses may all be associated with investments in exchange-traded funds (ETFs). ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Please read the relevant prospectus before investing. Copies of the prospectus are also available from your financial advisor or Invesco Canada Ltd. by calling 1.800.874.6275 or e-mailing us at inquiries@invesco.ca.

INVESTORS PLEASE NOTE: The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult their financial advisor before making any investment decisions.

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